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Over the past 2 years we’ve surveyed more than 3,000 senior executives on the future for the investment industry. We’ve shared these insights through our research. Now, we’re taking the discussion online.

Seiji Inagaki

Over the past 2 years we’ve surveyed more than 3,000 senior executives on the future for the investment industry. We’ve shared these insights through our research. Now, we’re taking the discussion online.

State Street Global Advisors - EVP & Global Chief Operating Officer

Hendrik du Toit

Investec - CEO

Jim McCaughan

Principal Global Investors - CEO

Michael Fuss

Tindaro Siragusano

Berenberg - Head of Asset Management

Tom Finke

Babson Capital Management LLC - Chairman & CEO

Over the past 2 years we’ve surveyed more than 3,000 senior executives on the future for the investment industry. We’ve shared these insights through our research. Now, we’re taking the discussion online.

Asset Owners

Introduction

Anthony Rodwell-Ball

NGS Super - CEO

David Hartley

Sunsuper - CIO

George Wong

Hong Kong Exchanges & Clearing Limited - Treasurer

Mark Fawcett

NEST - CIO

Peter Borgdorff

Pensioenfonds Zorg en Welzijn - Chair of the Board

William Atwood

Illinois State Board of Investment - Executive Director

Andrew Power

Deloitte - Partner, Strategy Consulting

Ian Smith

KPMG - Partner, Strategy Group, Transactions & Restructuring

Simon Perry

PwC - Partner, Risk Assurance

Insurance

Introduction

Demographic and social changes are challenging the existing business model for insurers. To stay ahead, they are diversifying geographically, adding new products and harnessing the power of digital platforms to reach new customers.

Daniel Houston

President and Chief Operating Officer, The Principal Financial Group

Insurers need to reinforce their relevance to consumers at a time when financial literacy is low and new concerns such as cybersecurity come to the fore, says Daniel Houston.

James Clatworthy

Finance Operations Director, Insurance Division, Lloyds Banking Group

Reconciling existing data sources and making better use of new insight is key to enhancing decision-making and pricing for customers, says James Clatworthy.

Mike Fanning

Executive Vice President, U.S. Insurance Group, MassMutual

Today's world is about social, mobile and big data. How insurers integrate technology into their service offerings will fundamentally change the industry landscape, says Mike Fanning.

Mitsugi Sumiya

Through automated and predictive underwriting, insurers can respond quickly to the needs of customers and find opportunity in the challenges ahead, says Mitsugi Sumiya.

Seiji Inagaki

Executive Officer, General Management, Corporate Planning Department, The Dai-Ichi Life Insurance Company Ltd

Demographic shifts are changing the insurance industry, as baby boomers retire and the younger generation takes a more hands-on approach to selecting policies, says Seiji Inagaki.

Asset Managers

Introduction

The world has changed radically for asset managers. Evolving investor needs, changing regulation and
heightened competitive pressures are having a major impact. What’s the model for success in this new
environment?

Asset Owners

Introduction

Asset owners are focused on driving yield in a more complex investment environment. Meanwhile, innovation in
the retirement space promises new types of savings and income products. How is the industry balancing these
priorities?

George Wong

Treasurer, Hong Kong Exchanges & Clearing Limited

Asset owners need to ask whether they have the internal infrastructure to cope with new investments and
changing regulation, says George Wong.

Andrew Power

Partner, Strategy Consulting, Deloitte

Retail investors are becoming more important as pensions grow. Andrew Power highlights the importance of
getting into the mindset of the ever more important retail investor.

Michael Fuss

How do full-service asset managers respond to the emergence of investment boutiques with a focus on certain
strategies? The right product focus is essential, says Michael Fuss.

Ian Smith

Partner, Strategy Group, Transactions & Restructuring, KPMG

For asset managers, the clients of the future will be very different from the clients of today, says Ian
Smith. The industry needs to focus on being relevant to younger generations.

Amrit Kanwal

CFO, MFS Investment Management

As regulation puts added pressure on management time, asset managers need to focus on activities that
are “mission critical” for them – and find partners to do the rest, says Amrit Kanwal.

Tom Finke

Chairman & CEO, Babson Capital Management LLC

In an environment of risks and opportunities, Tom Finke talks about how his firm aligns its core competencies
to deliver a global product that goes across strategies.

Simon Perry

Partner, Risk Assurance, PwC

Simon Perry looks ahead to a vision of asset management in 2020. As a new generation of investors emerges,
trusted technology companies may enter the asset management space.

Grant Forster

CEO, Australia, Principal Global Investors, Australia

As more risk shifts to individuals, Grant Forster sees opportunities in providing the tools and products to
help them manage it.

Greg Ehret

EVP and Global Chief Operating Officer, State Street Global Advisors

Product provider or solutions provider? That’s one of the key decisions for asset managers. The other
question is: Where do you want to compete?

Related Research

Our research reports explore the game-changing trends that are reshaping the industry. Featuring surveys and
interviews with the world’s largest investors. Read more below and register
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The opinions expressed are those of the individual speakers and do not reflect State
Street’s views. This video is for informational purposes only, it does not take into account any investor’s
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